User on Mobile
Login to your Outperform account
The function of Check In is for field-sales representatives to keep track on where they have visited. You may use the check in function if you are working outstation so you can keep track of where have you been. Check In can also be used as your visit report.
Step 1: Click on the deal that you would like to check in
Step 2: Click on the plus ( + ) button on the deal screen
Step 3: Click on Check In label
Step 4: Click on Check In button to start your check in tracking
Step 5: Once you have completed your visit, click on the visited check in activity from the timeline to check out
Step 6: Jot down some notes for future reference before you check out. Click on Check Out
Step 7: The notes that jot down will shown on timeline and the grey tick button turn green.
Done!
You have checked In using Outperform mobile app.